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Saratoga Aggressive Balanced Allc C (SABCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.35+0.02 (+0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.19%
5-Year Average Return6.57%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)18.02%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return18.02%
Worst 3-Yr Total Return2.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSABCXCategory
YTD6.00%11.35%
1-Month0.35%0.99%
3-Month-0.88%5.92%
1-Year12.84%32.83%
3-Year3.05%11.75%
5-Year6.85%11.53%
10-Year0.00%8.98%
Last Bull Market19.55%17.67%
Last Bear Market-11.26%-15.71%

Annual Total Return (%) History

Year
SABCXCategory
2024
N/AN/A
2023
14.02%N/A
2022
-12.23%N/A
2021
13.69%N/A
2020
8.50%13.51%
2019
18.02%21.35%
2018
-6.97%-7.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.94%-0.88%N/AN/A
20232.82%4.16%-2.44%9.12%
2022-3.53%-11.26%-3.22%5.94%
20215.41%4.53%-1.23%4.46%
2020-18.70%14.42%4.69%11.41%
20198.42%2.25%0.10%6.36%
2018-1.90%2.14%4.29%-10.97%

Rank In Category (By Total Return)

YTD75
1-Month76
3-Month82
1-Year67
3-Year56
5-Year83

Load Adjusted Returns

1-Year11.84%
3-Year3.05%
5-Year6.85%
10-YearN/A